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July 2021 Newsletter




Legacy Checklist

Hooray! We are officially halfway through 2021! Just as we continue maintenance on our vehicles, it’s important to maintain our legacy plans as well. Once your estate plan is established, ensure that it is current & on track with your goals by revisiting it regularly, especially during key life events. One of the biggest keys to reaching your goals for your financial plan is…

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Pension or Lump Sum: Which Should You Choose?

Traditional pensions, which promise lifetime income payments in retirement, have become less common in the private sector, with only about 10% of workers currently participating in a traditional pension plan. However, pensions are still widely offered in federal, state and local government employment, and 61% of workers expect a pension to be a major or minor source of retirement income.¹

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Fruit Fit For A King²
The pineapple made its way to England in the 17th century and by the 18th century, being seen with one was an instant indicator of wealth — a single pineapple could cost the equivalent of $8,000 today. In fact, the fruit was so desirable and rare that consumers often rented a pineapple for the night to show off to fellow party-goers.


A Backup Plan for Your Paycheck

Your ability to earn a paycheck may be your most valuable asset. In a 2020 survey, two out of three people said it would take six months or less for their household to face a financial impact if the primary wage earner became disabled. Half said they would use their personal savings, and many would have to ask for help from their families, take out loans, or tap retirement accounts.³

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Strawberry Ice Cream

Use your ice cream maker to create this rich and creamy strawberry ice cream.

Get Mixing!



Now Available




A Look Inside:

You might have desires during retirement, such as traveling, purchasing property, or moving to be closer to your family (or farther away). You may also want your assets to provide for your loved ones after you are gone. The truth is that it takes more than just money to fulfill those needs and desires. Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You

You'll Learn:
  • ​Investment Solutions
  • Social Security Strategies
  • Legacy Planning
  • Asset Organization

Come in for a complimentary consultation and receive an autographed copy of our book!

Local authors and financial professionals Ron and Karen Dowling reveal strategies to getting your legacy, retirement and income planning in order with their new book!


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Advisory services are offered by Chancellor Financial Services, Inc a Registered Investment Advisor in the State of IL. Insurance services offered through Dowling Consulting Services, Inc. dba, Dowling Legacy & Retirement, an affiliated company. Neither Chancellor Financial Services, Inc., nor Dowling Legacy & Retirement are affiliated with or endorsed by the Social Security Administration or any government agency.

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